PRMCX Mutual Fund

NAV$16.95

AUM$1M

TER1.67%

Holdings7

See how much of PRMCX you already own

Just $25 once·$99/mo·Download sample

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PRMCX Mutual Fund

NAV$16.95

Franklin Retirement Advantage Plus Maturity Fund Class C

AUM$1M

TER1.67%

Holdings7

See how much of PRMCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PRMCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PRMCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PRMCX Mutual Fund Overlap Analysis

PRMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PRMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, PRMCX may share significant positions with broad-market funds.

PRMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRMCX tax-loss harvesting finds highly correlated but non-identical funds.